日月光投控第三季度净营收新台币2441.61亿元同比增44.8%，归母净利润269.96亿元
半导体封装测试厂商日月光投控（ASE Technology Holding）10月29日在 Taipei 公布2026年第三季度未经审计业绩：季度净营收新台币2,441.61亿元，同比增长44.8%、环比增长27.8%；归属于母公司股东的净利润为新台币269.96亿元，高于去年同期的108.70亿元与上一季度的210.65亿元。
每股盈余方面，第三季度基本每股盈余为新台币6.13元，折合每单位 ADS 0.384美元；稀释每股盈余为新台币5.84元，折合每 ADS 0.365美元。公司整体毛利率为22.1%，较上一季度提升1.1个百分点；营业利润率为13.6%。
分业务看，封装、测试与电子制造服务（EMS）等构成的封测（ATM）业务当季净营收新台币1,514.85亿元，同比增51.0%，毛利率升至30.6%；EMS 业务净营收新台币934.69亿元，同比增35.4%，毛利率8.3%。合并营收中，封装约占50%、测试约占11%、EMS 约占38%。
资本开支方面，公司第三季度设备资本支出合计21.04亿美元，其中封装业务9.91亿美元、测试业务10.67亿美元。截至9月30日，公司未动用授信额度合计新台币4,572.83亿元，流动比率1.16，净负债权益比0.66；员工总数119,346人，较上一季度末增加约4,800人。
日月光投控是全球领先的半导体封装与测试服务提供商，同时通过环旭电子提供电子制造服务，业务遍及台湾与多个国家和地区，在纽约证券交易所（代码 ASX）与台湾证券交易所（代码 3711）两地上市。
ASE Technology Q3 Net Revenues Jump 44.8% to NT$244.16 Billion, Net Income Reaches NT$27.0 Billion
ASE Technology Holding Co., Ltd., the leading provider of semiconductor assembly and testing services, reported unaudited third-quarter 2026 results on October 29 in Taipei. Net revenues were NT$244,161 million, up 44.8% year over year and 27.8% sequentially. Net income attributable to shareholders of the parent totaled NT$26,996 million, up from NT$10,870 million in the third quarter of 2025 and NT$21,065 million in the second quarter of 2026.
Basic earnings per share for the quarter were NT$6.13, or US$0.384 per ADS, and diluted earnings per share were NT$5.84, or US$0.365 per ADS. Consolidated gross margin rose 1.1 percentage points sequentially to 22.1%, and operating margin was 13.6%.
By business, ATM operations — packaging, testing and related services — posted net revenues of NT$151,485 million, up 51.0% year over year, with gross margin improving to 30.6%. EMS operations recorded net revenues of NT$93,469 million, up 35.4%, with gross margin of 8.3%. Packaging accounted for about 50% of consolidated net revenues, testing about 11% and EMS about 38%.
Equipment capital expenditures in the quarter totaled US$2,104 million. As of September 30, 2026, total unused credit lines amounted to NT$457,283 million, the current ratio was 1.16 and the net debt to equity ratio was 0.66. The company had 119,346 employees at quarter end. ASEH is listed on the Taiwan Stock Exchange (3711) and the New York Stock Exchange (ASX).
来源：GSM·美国（原文链接）
图片来源：图：一枚微控制器芯片的微距特写，半导体封装测试是日月光投控的主业之一。照片：Profpcde 摄，CC0，经 Wikimedia Commons。 / Macro photograph of a microcontroller chip; semiconductor assembly and testing is a core business of ASE Technology. Photo: Profpcde, CC0, via Wikimedia Commons.
